Chartered Financial Planner • FCA Registered • Independent • Based in Bath
Ongoing Support
Financial planning needs to be kept up to date. Tax rules change, markets move, and personal circumstances develop. Our ongoing service is designed to make sure your arrangements continue to meet your needs.
Regular Reviews
We meet with you at agreed intervals, usually once a year, to carry out a structured review. This typically covers:
- Any changes to your goals, family situation, or income needs.
- How your investments and pensions are performing against expectations.
- Whether your protection policies (life cover, income protection, critical illness) remain appropriate.
- The use of tax allowances and reliefs, and whether improvements can be made.
- Updates to estate planning, including wills, trusts, and beneficiary nominations.
These reviews ensure that your financial plan reflects both your current circumstances and future objectives.
Monitoring and Updates
Between formal reviews, we keep track of key changes that could affect you, such as new legislation, tax rule adjustments, or significant market events. Where action is required, we will contact you to recommend updates.
Access to Advice
Our ongoing service also means you can contact us at any time with questions or concerns. We provide support by phone, video call, or in person, depending on your preference. This ensures you have advice available when you need it, not just at scheduled reviews.
The Value of Ongoing Advice
Keeping your plan under review helps prevent small issues from turning into problems. Regular monitoring makes sure allowances are not wasted, investments remain appropriate, and your arrangements continue to reflect your priorities. In short, ongoing advice helps your plan stay effective, year after year.
Oliver Financial Planning
98 Bay Tree Rd, Bath BA1 6NF, UK
Oliver Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial services reference number: 963900.
Our company number is: 13205258. Registered office address: 30 Circus Mews, Bath, BA1 2PW.
Investment Risk Warnings
All investments carry an element of risk, and the value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.
A Protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made
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